About Us

About us

Third Financial Software specialises in providing the Wealth Management, Family Office and Private Banking markets with a single, coherent and feature rich system called tercero. The software enables organisations to dramatically improve their service to clients and meet the demands in the increasingly critical area of compliance.

Company Overview

The fastest growing provider of Wealth Management software
in business today.

Tercero Overview

An innovative, single solution
that has revolutionized the way
our clients operate.

Microsoft CRM for Wealth

Our integration expertise and
experience is second to none.

News & Resources

Announcements, latest news,
our brochure, white papers
and more.
LATEST NEWS :